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M&T Bank

804 hedge funds and large institutions have $17.6B invested in M&T Bank in 2023 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 274 increasing their positions, 307 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2% more capital invested

Capital invested by funds: $17.2B → $17.6B (+$401M)

0.06% more ownership

Funds ownership: 83.98%84.04% (+0.06%)

3% less funds holding

Funds holding: 828804 (-24)

11% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 307

12% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 82

71% less call options, than puts

Call options by funds: $185M | Put options by funds: $645M

Holders
804
Holders Change
-24
Holders Change %
-2.9%
% of All Funds
12.76%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
72
Increased
274
Reduced
307
Closed
82
Calls
$185M
Puts
$645M
Net Calls
-$460M
Net Calls Change
+$2.38M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
751
AllSquare Wealth Management
New York
$5.82K
CAM
752
Costello Asset Management
Pennsylvania
$5.69K
AIM
753
Anchor Investment Management
South Carolina
$5.56K
RIA
754
Realta Investment Advisors
Delaware
$5.48K -$56.2K -431 -91%
AF
755
Advisornet Financial
Minnesota
$5.18K -$3.26K -25 -38%
BC
756
Bartlett & Co
Ohio
$5K -$99.1K -760 -95%
CMP
757
Coston McIsaac & Partners
Maine
$5K
AWA
758
Authentikos Wealth Advisory
California
$4.8K +$4.96K +38 New
VWM
759
Venturi Wealth Management
Texas
$4.68K +$4.43K +34 +1,133%
NECFA
760
New England Capital Financial Advisors
Connecticut
$4.67K +$4.04K +31 +517%
BCWM
761
Bartlett & Co Wealth Management
Ohio
$4.55K -$99.1K -760 -95%
CB
762
Centennial Bank
Arkansas
$4.43K
OSNBOA
763
Old Second National Bank of Aurora
Illinois
$4.3K
HWM
764
HighMark Wealth Management
Minnesota
$4.17K -$2.61K -20 -38%
LSA
765
Leonteq Securities AG
Switzerland
$4.17K +$4.3K +33 New
BAAM
766
Baker Avenue Asset Management
California
$4.05K +$2.22K +17 +113%
FCA
767
FinTrust Capital Advisors
South Carolina
$3.92K -$1.17K -9 -23%
PWMG
768
Prestige Wealth Management Group
New Jersey
$3.54K
BIA
769
Bell Investment Advisors
California
$3.29K +$1.83K +14 +117%
SIA
770
SkyView Investment Advisors
New Jersey
$3K
SFG
771
Steward Financial Group
Texas
$3K +$3.78K +29 New
SC
772
Stephens Consulting
Michigan
$2.91K
AWM
773
Abound Wealth Management
Tennessee
$2.79K
BCPWM
774
Bradley & Co Private Wealth Management
Florida
$2.78K
CTA
775
Colonial Trust Advisors
South Carolina
$2.65K -$1.04K -8 -28%

MTB Hedge Fund Activity: Q3 2023 in Review

804 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q3 2023, worth a combined $17.6B — up 2.3% from $17.2B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of MTB and 72 opened new positions — a net loss of 10 holders — while 307 trimmed existing stakes and 274 added.

The largest buyer was Invesco, adding an estimated $84.9M. The largest seller was Wellington Management Group, cutting an estimated $87.1M.

  • 804 institutional investors held M&T Bank (MTB) as of Q3 2023, down from 828 in Q2 2023.
  • Funds reported $17.6B of M&T Bank stock for Q3 2023, up 2.3% quarter-over-quarter.
  • 72 funds opened new M&T Bank positions in Q3 2023 and 82 closed out, a net change of -10 holders.
  • The largest M&T Bank buyer in Q3 2023 was Invesco, an estimated $84.9M added.
  • The largest M&T Bank seller in Q3 2023 was Wellington Management Group, an estimated $87.1M sold.

Based on aggregated 13F filings for Q3 2023.